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C.H. Robinson

  • Writer: Abacus Research
    Abacus Research
  • Dec 17, 2025
  • 1 min read

CHRW has been going through significant change, They are retaking market share.

The new CEO has transformed the company by bringing in a lean / AI, that has helped CHRW to grow earnings despite struggling topline.


  • Even without any help from a cyclical recovery, we expect EPS growth for the next three years to average ~19%.

  • Demand environment highly unlikely to get worse without a severe recession, hence any cyclical upside mostly a free option.

  • We are interested in CHRW because we believe it can take share and because has shown high operating leverage with incremental margins of ~100%.


Potential Upside:     $212 (+32%)

Sensible Downside: $127(-20%)


 
 
 

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